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Essential Utilities

645 hedge funds and large institutions have $8.32B invested in Essential Utilities in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 212 increasing their positions, 221 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
645
Holders Change
-8
Holders Change %
-1.23%
% of All Funds
10.32%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
65
Increased
212
Reduced
221
Closed
59
Calls
$12.4M
Puts
$4.46M
Net Calls
+$7.99M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
326
Aquatic Capital Management
Illinois
$572K +$572K +13,100 New
ST
327
Spinnaker Trust
Maine
$565K
VPIM
328
Vanguard Personalized Indexing Management
California
$561K +$186K +4,266 +50%
IMRF
329
Illinois Municipal Retirement Fund
Illinois
$560K
ESCM
330
Echo Street Capital Management
New York
$548K +$548K +12,562 New
BC
331
Bridgefront Capital
Texas
$541K +$541K +12,404 New
PTC
332
Philadelphia Trust Company
Pennsylvania
$541K -$101K -2,304 -16%
MC
333
Moors & Cabot
Massachusetts
$541K -$12K -276 -2%
WE
334
Wealth Effects
Massachusetts
$539K +$42.4K +971 +9%
RJT
335
Raymond James Trust
Florida
$532K +$276K +6,323 +108%
BWM
336
Blossom Wealth Management
California
$531K +$74.2K +1,700 +16%
SHFA
337
SS&H Financial Advisors
Michigan
$527K -$43.7K -1,000 -8%
SCM
338
Shelton Capital Management
Colorado
$517K
ACM
339
Acrisure Capital Management
Texas
$515K +$515K +11,790 New
American Century Companies
340
American Century Companies
Missouri
$511K +$18.3K +425 +4%
D
341
Diversified
Delaware
$508K -$118K -2,705 -19%
WHCI
342
W.H. Cornerstone Investments
Massachusetts
$494K +$2.4K +55 +0.5%
IFWM
343
Institute for Wealth Management
Colorado
$493K -$28.4K -650 -5%
OBGC
344
O'Brien Greene & Co
Pennsylvania
$489K
GCP
345
GSA Capital Partners
United Kingdom
$473K +$473K +10,830 New
TF
346
TIAA FSB
Florida
$472K -$8.34K -191 -2%
FMWA
347
Forvis Mazars Wealth Advisors
Missouri
$471K
TW
348
TrinityPoint Wealth
Connecticut
$470K +$44 +1 +0%
FRM
349
Fox Run Management
Connecticut
$469K +$469K +10,752 New
Bank Julius Baer & Co
350
Bank Julius Baer & Co
Switzerland
$467K